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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

948 hedge funds and large institutions have $19.3B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 384 increasing their positions, 353 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $5.7M

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

12% more capital invested

Capital invested by funds: $17.2B → $19.3B (+$2.11B)

3% more funds holding

Funds holding: 916 → 948 (+32)

9% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 353

1% more funds holding in top 10

Funds holding in top 10: 167 → 168 (+1)

1.77% less ownership

Funds ownership: 79.86% → 78.08% (-1.8%)

Holders
948
Holders Change
+32
Holders Change %
+3.49%
% of All Funds
13.66%
Holding in Top 10
168
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.42%
New
96
Increased
384
Reduced
353
Closed
49
Calls
$24.1M
Puts
$5.7M
Net Calls
+$18.4M
Net Calls Change
+$11.9M

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$113M
2
LPL Financial
LPL Financial
California
+$109M
3
BWG
Balanced Wealth Group
Ohio
+$81.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$71M
5
Ameriprise
Ameriprise
Minnesota
+$52.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$421M
2
FGAM
Financial Gravity Asset Management
Texas
-$117M
3
Osaic Holdings
Osaic Holdings
Arizona
-$74.4M
4
Bank of America
Bank of America
North Carolina
-$58.7M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$55.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
926
M&R Capital Management
New Jersey
$4.24K -$278K -3,987 -99%
MA
927
Montag & Associates
Georgia
$4.18K – – –
WBC
928
West Branch Capital
Massachusetts
$4.1K – – –
FWA
929
FSC Wealth Advisors
New York
$4.02K – – –
VCM
930
Versant Capital Management
Arizona
$4.02K +$70 +1 +2%
RA
931
Ransom Advisory
Rhode Island
$3.66K +$3.48K +50 New
MIM
932
Macroview Investment Management
Maryland
$3.19K +$1.39K +20 +83%
HFS
933
Hantz Financial Services
Michigan
$3K – – –
RBC
934
Roble Belko & Company
Pennsylvania
$3K – – –
HDIM
935
Hanson & Doremus Investment Management
Vermont
$3K +$2.44K +35 New
APC
936
Aspire Private Capital
North Carolina
$2.63K +$2.51K +36 New
BF
937
BOK Financial
Oklahoma
$2.05K – – –
CAM
938
Creekmur Asset Management
Illinois
$1.76K -$3.55K -51 -68%
PP
939
Pacifica Partners
Canada
$1.76K – – –
RS
940
Rakuten Securities
Japan
$1.68K +$1.6K +23 New
BNP Paribas Financial Markets
941
BNP Paribas Financial Markets
France
$1.54K +$1.46K +21 New
FFA
942
Frazier Financial Advisors
Ohio
$1.32K – – –
FSWA
943
Financial Synergies Wealth Advisors
Texas
$1.17K – – –
BC
944
Broadwater Capital
Massachusetts
$1.1K – – –
LC
945
Lindbrook Capital
California
$1.1K – – –
TF
946
Tompkins Financial
New York
$805 +$766 +11 New
WIA
947
Wetzel Investment Advisors
Indiana
$422 – – –
BAM
948
Byrne Asset Management
New Jersey
$366 – – –
MCM
949
Manchester Capital Management
Vermont
$293 +$278 +4 New
EFP
950
EnRich Financial Partners
Wisconsin
$25 – – –
36 37
38
39 40

SPYG Hedge Fund Activity: Q1 2024 in Review

948 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2024, worth a combined $19.3B — up 12% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SPYG positions and 49 closed out — a net gain of 47 holders — while 384 added to existing stakes and 353 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $113M. The largest seller was Morgan Stanley, cutting an estimated $421M.

  • 948 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2024, up from 916 in Q4 2023.
  • Funds reported $19.3B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 96 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2024 and 49 closed out, a net change of +47 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $113M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $421M sold.

Based on aggregated 13F filings for Q1 2024.